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BLD

TopBuild Corp.

BLD

NYSE·Industrials·Engineering & Construction·Mkt cap $10.0B

$354.25

-1.53%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$321.67 - $559.47

P/E

19.90

Fwd P/E

19.53

Beta

1.81

Div Yield

0.00%

Avg Vol

885.8K

Shares Out

28.0M

Mkt Cap

$10.0B

Price action

Price chart

Up 2.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Integrated business model combining installation expertise with product distribution creates customer stickiness and cross-selling opportunities
  • Extensive geographic footprint with 235 installation branches and 175 distribution centers providing local market presence and operational efficiency
  • Building science expertise and value-added services differentiate TopBuild from pure-play distributors and create switching costs
  • Scale advantages in procurement, logistics, and labor management across North America's fragmented construction services market

Bear Case

1 risk

  • Above-average volatility (beta 1.8).

Growth

Stable outlook

Residential construction recovery and new housing starts driving demand for insulation and building products

Value

Attractively priced below Construction & Engineering peer average

Momentum

Stable

-0.8% over 3m

Quality

Stable

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 30, 2026

Q2 26 RECAP

MAY 5, 2026

Reported EPS of $3.75 vs $3.64 consensus (+3.0% surprise). Revenue of $1.4B vs $1.4B expected (+2.5%). Beat on both top and bottom lines.

EPS beat +3.0%
Rev beat +2.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+3.0%

Next: Apr 30, 2026

Revenue trend · last 8Q

+2%

-4%

-5%

+1%

+13%

+17%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$1.4B

$1.4B

$1.3B

$1.2B

$1.3B

$1.4B

$1.5B

$1.4B

Margins · last 8Q

Gross

Operating

Profit

7.3%

Wall Street consensus

8 analysts · 25% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

25%

Hold

6

75%

Sell

0%

Median Price Target

$438.50

+23.8% vs $354.25

Low $360.00
Median $438.50
High $485.00

Latest: Evercore · $360.00 · Jun 29, 2026

4 analysts covering

vs Industry

How BLD stacks vs Engineering & Construction

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.